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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,447 hedge funds and large institutions have $70.6B invested in iShares Core US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 671 increasing their positions, 510 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,447
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
25.26%
Holding in Top 10
265
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.93%
% of All Funds
4.63%
New
99
Increased
671
Reduced
510
Closed
73
Calls
$123M
Puts
$9.81M
Net Calls
+$113M
Net Calls Change
+$79.9M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$7.87B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.41B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$306M
4
RJA
4
Raymond James & Associates
Florida
$3.7B
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$2.29B

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$38.4M
2
Creative Planning
2
Creative Planning
Kansas
$1.83B
3
Ameriprise
3
Ameriprise
Minnesota
$912M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M
5
PPA
5
Parametric Portfolio Associates
Washington
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
626
1607 Capital Partners
Virginia
$2.84M -$2.21M -19,200 -44%
SW
627
SVB Wealth
Massachusetts
$2.83M -$682K -5,915 -19%
BFIC
628
Bedell Frazier Investment Counselling
California
$2.82M -$211K -1,830 -7%
AWMS
629
Advocacy Wealth Management Services
Georgia
$2.79M -$871K -7,554 -24%
APP
630
Avantax Planning Partners
Iowa
$2.78M +$231 +2 +0%
PFG
631
Pacific Financial Group
Washington
$2.76M -$369K -3,197 -12%
ML
632
McAdam LLC
Pennsylvania
$2.76M +$920K +7,912 +50%
SI
633
Stephens Inc
Arkansas
$2.74M -$17K -147 -0.6%
BB
634
Busey Bank
Illinois
$2.73M – – –
WFA
635
Wells Financial Advisors
Massachusetts
$2.72M -$63.2K -548 -2%
TC
636
Telemus Capital
Michigan
$2.69M +$21.9K +190 +0.8%
ACA
637
Anchor Capital Advisors
Massachusetts
$2.67M -$654K -5,675 -20%
PCA
638
Providence Capital Advisors
North Carolina
$2.66M +$69.1K +599 +3%
FCMT
639
Founders Capital Management (Texas)
Texas
$2.66M -$35.2K -305 -1%
APWM
640
Atlas Private Wealth Management
New York
$2.62M +$16.5K +143 +0.6%
DCM
641
Donaldson Capital Management
Indiana
$2.62M +$125K +1,087 +5%
NAG
642
Northstar Advisory Group
New Jersey
$2.61M +$2.25M +19,475 +624%
PVH
643
Psagot Value Holdings
Israel
$2.6M – – –
FAN
644
Financial Advisors Network
California
$2.57M +$141K +1,220 +6%
FFA
645
Fragasso Financial Advisors
Pennsylvania
$2.53M +$274K +2,374 +12%
JIP
646
Jaffetilchin Investment Partners
Florida
$2.51M +$1.47M +12,570 +141%
TFA
647
Tranquilli Financial Advisor
New Jersey
$2.51M +$29.3K +254 +1%
RFG
648
Range Financial Group
Oregon
$2.51M +$202K +1,751 +9%
IFAM
649
Institutional & Family Asset Management
Colorado
$2.5M -$158K -1,367 -6%
MWM
650
MorganRosel Wealth Management
Colorado
$2.49M +$580K +5,024 +30%
24 25
26
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